Boundless Advice offers financial planning, investment management, and project-based consulting. Financial planning covers areas like business planning, cash flow, debt management, and tax planning. Investment management is offered in conjunction with ongoing financial planning, managing tailored investment portfolios based on client goals and tax efficiency. Project-based consulting provides strategic advice to firm owners on business matters.
Assets Under Management$15M
Clients12
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard advisory fee for new Comprehensive Financial Planning clients. For Investment Management-only clients, the annual advisory fee is 2.00% of assets under management and is negotiable. The above annual advisory fee is in addition to the agreed annual financial planning fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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